De-Dollarisation, Gold’s Rise & India’s Global Influence | Ft. Swarup Mohanty | 1 Finance Magazine скачать в хорошем качестве

De-Dollarisation, Gold’s Rise & India’s Global Influence | Ft. Swarup Mohanty | 1 Finance Magazine

India’s economic landscape is shifting as rising gold allocations, talk of de-dollarisation, strong GDP numbers and global tariff pressures are reshaping investor expectations. As global dynamics evolve, how should India prepare and what does it mean for markets, sectors and long-term wealth creation? In this episode, Swarup Mohanty, CEO & Vice Chairman of Mirae Asset Investment Managers, breaks down the global and domestic forces shaping India’s next decade from valuations and sectoral trends to the rise of passive investing and India’s growing global influence. Here’s what we covered: 1️⃣ How de-dollarisation and rising gold allocations signal a shift in global economic power 2️⃣ Whether India’s current GDP growth and market valuations are sustainable 3️⃣ The sectors and themes that could lead India toward a $5–10 trillion economy 4️⃣ How passive investing, technology and strong fund management are reshaping India’s investment landscape 00:00 – Introduction 04:29 – What's the impact of 50% US tariffs on Indian exports? 07:34 – Reading the latest GDP numbers 11:02 – What sectors would drive India's to $5–10 trillion 14:18 – Mirae’s sector focus for next phase 16:22 – Global gold buying & shifting world order 17:19 – Preparing for a de-dollarising world 19:22 – What sets Mirae apart from bank-backed AMCs 23:55 – How Mirae outperforms when 50% funds underperform 28:04 – Rise of passive AUM & Mirae’s strategy 32:42 – Should investors prefer broad-based funds? 35:00 – Should retail investors consider GIFT City funds? 37:27 – Should RBI raise global MF limits? 38:55 – Mirae’s key tech initiatives 41:00 – Expanding into B-30 and beyond 44:08 – What is the SIF product & who should invest? 48:38 – Investing approach for working professionals 53:20 – Recommendations for financial advisors #Dedollarization #IndianEconomy #USTariffs About 1 Finance Magazine: Over 1,800 renowned financial advisors and numerous institutional investors read The 1 Finance Magazine, a quarterly publication that focuses on primary research-backed personal finance content. We cover extensive surveys on issues surrounding personal finance. One of our surveys covered over 1,600 bank RMs to understand their knowledge gaps and the sales pressure exerted on them at their workplace. If you're a qualified financial advisor or a BFSI/ Fintech leader, join the waitlist to get a copy of the magazine here: https://1financemagazine.com/ About 1 Finance 1 Finance is a ​​SEBI-registered fee-only Registered Investment Advisor (RIA), built to give individuals peace of mind through unbiased, holistic financial advice, delivered by Qualified Financial Advisors. Follow us on social media LinkedIn:   / 1financehq   Twitter:   / 1financehq   Instagram:   / 1financehq   YouTube:    / @1financehq